WEX Inc.

WEX

交易所: NYSE
產業: Services-Business Services, NEC
SEC CIK: 0001309108

SEC 申報列表（在新分頁開啟）

近 90 天，WEX Inc. 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 416 家機構在 13F 申報持有，市值合計 $56.1 億；沒有大師持有。

2026 年第 1 季與 2025 年第 4 季比較

持有 WEX Inc. 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人 2025 年第 4 季全部持有人

WEX 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目	2025 年第 4 季	其中尚未申報 2026 年第 1 季	2026 年第 1 季	變化
持有家數	428	6	434	+12
股數	3,844 萬	359.5 萬	3,869 萬	+384.5 萬 (+11.0%)
市值	$57.3 億	$5.36 億	$59.2 億	+$7.28 億 (+14.0%)

6 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（70 家）

2026 年第 1 季季末持有 WEX Inc.、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 WEX 的機構
機構	股數	市值	佔組合 %
Vanguard Capital Management LLC	1,542,446	$2.36 億	0.01%
Vanguard Portfolio Management LLC	1,483,603	$2.27 億	0.01%
SG Capital Management LLC	303,280	$4,641 萬	3.82%
Citadel Advisors LLC	274,827	$4,206 萬	0.03%
Balyasny Asset Management LLC	231,924	$3,549 萬	0.07%
Vanguard Fiduciary Trust Co	213,657	$3,270 萬	0.01%
Longaeva Partners L.P.	161,275	$2,468 萬	1.19%
Atom Investors LP	56,949	$871.5 萬	0.62%
Vanguard Asset Management, Ltd	30,295	$463.6 萬	0.00%
Sone Capital Management, LLC	29,404	$450.0 萬	0.38%
Seizert Capital Partners, LLC	24,325	$372.3 萬	0.17%
Intrinsic Edge Capital Management LLC	20,000	$306.1 萬	0.56%
Vanguard Global Advisers, LLC	17,971	$275.0 萬	0.00%
Vanguard Investments Australia, Ltd.	8,297	$127.0 萬	0.00%
Brevan Howard Capital Management LP	6,037	$92.4 萬	0.01%
Brighton Jones LLC	5,380	$82.3 萬	0.02%
TradeLink Capital LLC	4,104	$65.6 萬	4.96%
Bank of Nova Scotia	4,200	$64.3 萬	0.00%
Janney Montgomery Scott LLC	4,051	$62.0 萬	0.00%
Buckingham Strategic Partners	3,384	$51.8 萬	0.01%
CIBC Bancorp USA Inc.	3,077	$47.1 萬	0.00%
AREX Capital Management, LP	3,000	$45.9 萬	0.76%
Bull Harbor Capital LLC	2,977	$45.6 萬	0.12%
Watershed Asset Management, L.L.C.	2,967	$45.4 萬	0.47%
Susquehanna International Group, LLP	2,361	$36.1 萬	0.00%
Two Sigma Investments, LP	2,300	$35.2 萬	0.00%
Baker Avenue Asset Management, LP	1,998	$30.6 萬	0.01%
Warren Averett Asset Management, LLC	1,948	$29.8 萬	0.00%
Renaissance Technologies LLC	1,900	$29.1 萬	0.00%
HB Wealth Management, LLC	1,871	$28.6 萬	0.00%
Parcion Private Wealth LLC	1,650	$25.3 萬	0.02%
Beese Fulmer Investment Management, Inc.	1,590	$24.3 萬	0.02%
DnB Asset Management AS	1,579	$24.2 萬	0.00%
Sentinus, LLC	1,507	$23.1 萬	0.02%
Atomi Financial Group, Inc.	1,504	$23.0 萬	0.01%
Evoke Wealth, LLC	1,469	$22.5 萬	0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	1,465	$22.4 萬	0.00%
Camden Capital, LLC	1,456	$22.3 萬	0.01%
Venturi Wealth Management, LLC	1,440	$22.0 萬	0.01%
Beverly Hills Private Wealth, LLC	1,382	$21.2 萬	0.04%
Inceptionr LLC	1,374	$21.0 萬	0.05%
Lido Advisors, LLC	1,319	$20.2 萬	0.00%
QRG Capital Management, Inc.	1,315	$20.1 萬	0.00%
Rehmann Capital Advisory Group	1,314	$20.1 萬	0.01%
Advisory Services Network, LLC	1,258	$19.3 萬	0.00%
MCF Advisors LLC	1,218	$18.6 萬	0.01%
Eurizon Capital SGR S.p.A.	1,029	$15.9 萬	0.00%
Exchange Traded Concepts, LLC	474	$7.25 萬	0.00%
Cache Advisors, LLC	389	$5.95 萬	0.01%
Sittner & Nelson, LLC	275	$4.21 萬	0.02%
Wealth Preservation Advisors, LLC	182	$2.79 萬	0.02%
Bayforest Capital Ltd	173	$2.65 萬	0.03%
RWM Asset Management, LLC	100	$1.53 萬	0.00%
ZRC Wealth Management, LLC	45	$6,887	0.00%
CVA Family Office, LLC	42	$6,428	0.00%
Owl Creek Wealth Partners LLC	20	$3,061	0.00%
Silver Grove Financial Group, Inc.	16	$2,449	0.00%
Bogart Wealth, LLC	15	$2,296	0.00%
JPL Wealth Management, LLC	13	$1,990	0.00%
Transamerica Financial Advisors, Inc.	12	$1,836	0.00%
Highline Wealth Partners LLC	9	$1,377	0.00%
Brown, Lisle/Cummings, Inc.	8	$1,224	0.00%
Retirement Wealth Solutions LLC	7	$1,072	0.00%
Investors Research Corp	7	$1,071	0.00%
Twin Peaks Wealth Advisors, LLC	6	$918	0.00%
Vermillion Wealth Management, Inc.	2	$306	0.00%
Innovative Asset Advisors Group, LLC	2	$306	0.00%
Rakuten Securities, Inc.	1	$153	0.00%
Curio Wealth, LLC	1	$153	0.00%
Hughes Financial Services, LLC	1	$153	0.00%

清倉機構（58 家）

2025 年第 4 季季末持有 WEX Inc.、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 WEX 的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Point72 Asset Management, L.P.	122,827	$1,830 萬
Bridgewater Associates, LP	57,869	$862.1 萬
Triveni Capital Investments LP	48,087	$716.4 萬
Jane Street Group, LLC	42,487	$633.0 萬
ExodusPoint Capital Management, LP	31,329	$466.7 萬
Oversea-Chinese Banking CORP Ltd	31,100	$463.3 萬
13D Management LLC	29,350	$437.3 萬
Schonfeld Strategic Advisors LLC	26,780	$399.0 萬
Holocene Advisors, LP	22,851	$340.4 萬
HRT Financial LP	16,052	$239.1 萬
Arrowstreet Capital, Limited Partnership	14,184	$211.3 萬
Lifestyle Asset Management, Inc.	10,515	$156.7 萬
Lighthouse Investment Partners, LLC	8,106	$120.8 萬
Logan Capital Management Inc	8,103	$120.7 萬
Natixis	7,401	$110.3 萬
Engineers Gate Manager LP	6,137	$91.4 萬
Prana Capital Management, LP	5,415	$80.7 萬
Picton Mahoney Asset Management	5,359	$79.8 萬
Empirical Asset Management, LLC	4,794	$71.4 萬
DV Trading LLC	4,686	$69.8 萬
Johnson Investment Counsel Inc	3,995	$59.5 萬
Impact Partnership Wealth, LLC	3,959	$59.0 萬
Verdence Capital Advisors LLC	3,928	$58.5 萬
Versor Investments LP	3,533	$52.6 萬
Magnetar Financial LLC	2,489	$37.1 萬
Burney Co	2,344	$34.9 萬
Pensionmark Financial Group, LLC	2,203	$32.8 萬
University of Texas/Texas Am Investment Managment Co	2,153	$32.1 萬
Lecap Asset Management Ltd	2,006	$29.9 萬
Quest Partners LLC	1,964	$29.3 萬
Farringdon Capital, Ltd.	1,933	$28.8 萬
Campbell & CO Investment Adviser LLC	1,848	$27.5 萬
Allspring Global Investments Holdings, LLC	1,651	$24.5 萬
PharVision Advisers, LLC	1,608	$24.0 萬
Quadrature Capital Ltd	1,524	$22.7 萬
Bridgewater Advisors Inc.	1,670	$22.6 萬
Delta Investment Management, LLC	1,488	$22.2 萬
Assenagon Asset Management S.A.	1,482	$22.1 萬
Boit C F David	1,000	$16.2 萬
Federation des caisses Desjardins du Quebec	716	$10.7 萬
Kestra Advisory Services, LLC	535	$7.97 萬
Danske Bank A/S	500	$7.45 萬
Dougherty Wealth Advisers LLC	214	$3.19 萬
Flagship Harbor Advisors, LLC	120	$1.79 萬
Quarry LP	109	$1.62 萬
Y.D. More Investments Ltd	62	$9,237
Simplex Trading, LLC	52	$7,746
Ameriflex Group, Inc.	32	$4,767
Concord Wealth Partners	24	$3,576
Fairscale Capital, LLC	19	$2,831
Whittier Trust Co	15	$2,277
Wealth Enhancement Trust Services, Inc.	12	$1,788
Wealth Watch Advisors, INC	10	$1,490
Elyxium Wealth, LLC	9	$1,341
Newbridge Financial Services Group, Inc.	6	$894
Kayne Anderson Rudnick Investment Management LLC	5	$745
Torren Management, LLC	5	$745
ROSS\JOHNSON & Associates LLC	1	$149

尚未申報 2026 年第 1 季的機構（6 家）

2025 年第 4 季季末持有 WEX Inc.、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 WEX、尚未申報 2026 年第 1 季的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Vanguard Group Inc	3,222,345	$4.80 億
Norges Bank	336,973	$5,020 萬
Comerica Bank	31,774	$473.4 萬
CIBC Private Wealth Group, LLC	2,909	$43.3 萬
David Loasby	1,293	$20.8 萬
Global Retirement Partners, LLC	179	$2.67 萬